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Financial Services Representative - State Farm Agent Team Member

Holly Krauter - State Farm Agent

Fishers, IN

Job Description

Job Description

Benefits:

  • Generous PTO
  • Simple IRA
  • Bonus based on performance
  • Opportunity for advancement
ROLE DESCRIPTION:
As a Financial Services Representative with the Krauter Insurance and Financial Services Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

RESPONSIBILITIES:
  • Consult customers with financial planning and investment options.
  • Assist customers with portfolio management and asset allocation.
  • Review their current insurance portfolio to ensure adequate protection.
  • Conduct financial reviews and recommend appropriate products.
QUALIFICATIONS:
  • 3+ years of experience in financial services.
  • Analytical and communication skills.
  • Series 6/63/65 or SIE licenses preferred.
ABOUT US:

  • The Krauter Agency has been a successful agency in the Insurance and Financial services arena for 34 years. Haleh herself has been securities licensed since 1996. Our Registered Rep is nearing retirement and thus we have an opening and customers who need our services. Our only goal is to take care of people by having a servant's heart. Income opportunity is unlimited for the person who is personable, does the work to meet with people and serves the customer's needs before theirs.

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Vacancy posted 2 days ago
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